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Articles

Best of the 2025 Slott Report

By Sarah Brenner, JD Director of Retirement Education ‘Tis the season for lists! Best TV shows, best of music and best podcasts. The lists go on and on. In the spirit of year-end lists, we present the “Best of the 2025 Slott Report.” Here are the retirement account...

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Grinch Gifts: Penalties and Missed Opportunities

  By Andy Ives, CFP®, AIF® IRA Analyst The Grinch likes it when things go horribly wrong. He likes it when rambunctious pets tip over Christmas trees. He likes it when festive lights get terribly tangled, and he likes it when holiday cards are lost in the mail....

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Holiday Cheers and Jeers

  By Ian Berger, JD IRA Analyst In the spirit of the holiday season, here’s a list of cheers and jeers for the IRS and Congress: Cheers to the IRS: To its credit, the IRS did issue timely guidance on two retirement-related provisions set to kick in next year. The...

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By Sarah Brenner, JD Director of Retirement Education The holidays are here and the countdown to year’s end has started. For many retirement account owners, this means that an important deadline is fast approaching. Most of those who are age 73 or older will need to...

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The Wonderful, Magical Form 5498

  By Andy Ives, CFP®, AIF® IRA Analyst In a scene from “The Simpsons,” daughter Lisa announces she has become a vegetarian. Homer asks some probing questions. “Are you saying you’re never going to eat any animal again? What about bacon? Ham? Pork chops?” When...

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New IRS Guidance on Trump Accounts Is Released

  Sarah Brenner, JD Director of Retirement Education The IRS has issued guidance on Trump Accounts, which are new tax advantaged accounts for children established as part of the One Big Beautiful Bill Act (OBBBA). Trump Accounts are scheduled to become available...

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Yes, RMDs Apply to Inherited Roth IRAs, But…

  By Andy Ives, CFP®, AIF® IRA Analyst We have written about this topic in The Slott Report before (“Inherited Roth IRA: RMDs or No?” – May 15, 2023), yet the questions continue to roll in. Yes, required minimum distributions (RMDs). DO APPLY to inherited Roth...

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Investment advisory services offered through Assured Retirement Financial Group, DBA CFG Retirement Inc. a Registered Investment Advisor in the state of Minnesota.  Insurance products and services are offered through CFG Retirement, Inc.  Assured Retirement Financial Group, Inc. and CFG Retirement, Inc. are affiliated companies. 

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